Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $69,117 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,993 | $36,916+0.2% | $156,549-76.4% | $57,658-35.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.16% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,205 | $1,571+40.4% | $5,501-59.9% | $1,974+11.7% |
| Participant deferral / active EE | $3,133 | $1,926+62.7% | $4,871-35.7% | $3,061+2.4% |
| Admin fee / account holder | $15 | $82-82.0% | $13,027-99.9% | $95-84.3% |